-79.9%
TE vs TECH
+38.3%
-118.2%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +0.1% | -7.6% | -7.5% |
| 7D | -13.6% | +0.2% | -13.8% | -13.7% |
| 30D | -37.7% | +0.5% | -38.2% | -37.8% |
| 3M | -59.8% | +1.0% | -60.8% | -59.9% |
| 6M | -66.3% | +54.1% | -120.4% | -72.1% |
| YTD | -70.5% | +24.4% | -94.9% | -74.1% |
| 1Y | -48.8% | +19.3% | -68.1% | -54.5% |
| 3Y | +31.3% | +28.5% | +2.8% | +11.1% |
| 5Y | -82.0% | -41.0% | -41.1% | -81.5% |
| All | -79.9% | +38.3% | -118.2% | -80.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded TECH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling